The Development Process

Curriculum Overview

Building a world class financial services firm requires that firm leaders recruit and retain the best talent, turning them into top performers for the firm. Many organizations are so focused on recruiting, they fail to develop the talent they recruit. In this section, you will get on how to develop your associates to their fullest potential.  This section will go into detail on specifics of team selling, mentoring relationships, how to get better results through consistent training and how to develop great producers through some fun events that make learning and training fun. Our goal is to make sure that you develop a specific process of consistent training and education that can attract new performers to your firm, rather than a more common approach that is inconsistent and often ineffective.


Sample Vignettes